Response rating
7.0/10
FCA verified
20th March 2017

Adrian Cox Asset Management

Independent Financial Adviser North Barn, Forehill Farm, New Moat, Haverfordwest, Pembrokeshire, SA63 4RE
Chartered and Certified Financial Planner and Independent Financial Adviser, specialising in investment management, pre & post retirement planning, and tax planning.
We can advise you on
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Savings for children
    • Taxation planning
Meet our advisers
adviser-person
Adrian Cox APFS
Proprietor
Where to find us
About us

As the first "Chartered" and "Certified" Financial Planner in Pembrokeshire, and with over 20 years experience, we work to build long term and rewarding relationships with our clients. We implement a comprehensive financial planning procedure and maximise opportunities to mitigate tax on income, capital gains and inheritance. We have the experience, dedication and expertise to deliver a truly unique wealth management proposition, with special interest in investment portfolio management, and pre/post retirement planning.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000

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